Michael J. O'callaghan
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
20 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Sep 2016 to now
- Lasalle St SecuritiesSep 2016 to now
- Harvest Financial Group LLCFeb 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 10 states (CT, FL, GA, HI, ID, MA, NJ, NY, RI, WA).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2245214
- Firm CRD
- 109701